Know Your PMS · Monthly tearsheet
SPARKLING GEMS
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_202611 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
13.86%
Max drawdown
-15.97%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
23.0% / -9.2%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -6.67% | 3.19% | -9.21% | 23.03% | 0.74% | 11.16% | -1.60% | -0.05% | – | – | – | – | 18.48% |
2025 | – | – | – | – | – | – | – | – | – | -0.37% | -0.79% | -2.77% | -3.90% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2025 | Mar_2026 | Apr_2026 | 15.97% | 6 mo |
| Jul_2026 | Aug_2026 | Ongoing | 1.65% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
29.18%
Downside deviation
15.51%